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Sales Team Rosters Legacy

Sales Team Rosters Legacy

Emilie avatar
Written by Emilie
Updated yesterday

Sales Team Rosters can be found in the EPC settings:

Your Roles > EPC > Sales Organizations > Search Sales Org Name > Click Roster

This will show the active users in an organization, their email, phone number, roles, prospects, and installs, and is also where a Super Admin user can cloak in to another user's profile by clicking the key icon under "Actions". New users can also be added to a sales org here by clicking "+New User" on the top right of the page.

Sales Organizations are known as Authorized Dealers in Enerflo V2 and can be viewed by going to Settings > Installer > Authorized Dealers, but user management must be done in V1.

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